Mandatory Criteria:- Looking for Local candidates only.- Need candidate from Insurance broking companies only.- Proven experience in Insurance Sales, Business Development, or Client Servicing- Direct experience in generating leads and building new client relationships- Strong ability to assess client insurance needs and recommend suitable policies- Hands-on experience in managing corporate or business clients- Experience in coordinating with underwriting teams for policy issuance and renewals- Ability to manage end-to-end client lifecycle - acquisition, servicing, renewals, and claims coordination- Proven capability to meet or exceed assigned sales and revenue targets- Strong negotiation and deal-closure skills- Experience in maintaining client databases and preparing MIS reports- Ability to independently manage client meetings, follow-ups, and relationship building- Strong knowledge of insurance products and industry processes- Excellent communication, negotiation, and presentation skills- Willingness to work in a client-facing, field-oriented sales roleResponsibilities:- Generating Leads and Building Relationships: Identifying potential clients, contacting them, and building rapport to understand their insurance needs.- Understanding Client Needs: Assessing a business's risk profile and recommending the most suitable insurance policies.Customer:- Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same.- Make client lists- Visit key existing clients on a periodical basis- Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients- Collect premium cheque on time- Provide best possible client service with respect to all new clients by -- Coordinating with the underwriting team to get renewal notice issued and the renewals done on time- Engaging with insurance companies and coordinating with the claims team to enable settlement of claims- Give timely inputs for MIS to management- Classify potential customers into A-B-C category and implement the following action:- Cater to all requirements through close liaising with respect to A category and close- Liaise with B category to covert the leads- Maintain the C category in the database and schedule follow-up- Selling Insurance Products: Presenting insurance options, negotiating terms, and closing deals.People Growth:- Acquire product knowledge and always keep self-updated with latest variations in product offerings- Attend training sessions (external/ internal) and working on on-job assignments to implement new learning- Achieving Sales Targets: Meeting or exceeding set sales quotas and revenue goals.- Maintaining Client Relationships: Providing ongoing support, addressing inquiries, and ensuring client satisfaction.- Staying Informed: Keeping up-to-date with industry trends, new products, and regulatory changes.- Knowledge: Strong understanding of insurance products, especially those relevant to corporate clients.- Skills: Excellent communication, negotiation, and presentation skills are essential. (ref:updazz.com)
